N.E.W. Advisory Services LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 239 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
N.E.W. Advisory Services LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$228,212
-6.9%
5,974
+0.1%
0.03%
-5.9%
Q2 2023$245,004
-1.3%
5,966
-1.0%
0.03%
-5.6%
Q1 2023$248,155
-4.8%
6,029
-5.4%
0.04%
-12.2%
Q4 2022$260,578
+6.4%
6,371
+0.7%
0.04%
-6.8%
Q3 2022$245,000
-13.4%
6,326
-1.3%
0.04%
-10.2%
Q2 2022$283,000
-56.1%
6,411
-52.5%
0.05%
-59.8%
Q1 2022$644,000
+36.4%
13,507
+61.8%
0.12%
+71.8%
Q4 2021$472,000
-4.5%
8,346
-13.8%
0.07%
-11.2%
Q3 2021$494,000
-13.3%
9,679
-12.3%
0.08%
-15.8%
Q2 2021$570,000
-10.2%
11,041
-16.3%
0.10%
-20.2%
Q1 2021$635,000
-8.0%
13,188
-15.2%
0.12%
-17.9%
Q4 2020$690,000
-11.8%
15,547
-21.9%
0.14%
-34.4%
Q3 2020$782,000
-15.6%
19,912
-16.1%
0.22%
-23.3%
Q2 2020$927,000
-32.5%
23,745
-11.1%
0.29%
-35.3%
Q4 2019$1,373,00026,7190.44%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Sequoia Financial Advisors, LLC 1,240,045$59,565,0006.34%
Rinet Co LLC 309,511$14,891,0005.67%
St. Louis Trust Co 283,058$13,618,0004.55%
FC Advisory LLC 135,119$6,501,0004.23%
USAdvisors Wealth Management, LLC 105,856$5,092,0003.85%
McKinley Carter Wealth Services, Inc. 218,706$10,522,0003.39%
JFS WEALTH ADVISORS, LLC 239,932$11,543,0003.04%
PDS Planning, Inc 63,940$3,076,0003.03%
C-J Advisory, Inc. 83,131$3,999,0002.80%
Dakota Wealth Management 141,160$6,791,0001.89%
View complete list of SPDR INDEX SHS FDS shareholders